Senior Director of Lifecycle Marketing, Stash
$168-250k
Banking and investment app
Be an early applicant
Banking and investment app
201-500 employees
Be an early applicant
$168-250k
201-500 employees
Company mission
Stash's mission is to empower everyday Americans to build wealth by making investing simple and affordable.
Role
Who you are
- We’re looking for a strategic lifecycle leader who understands how to build meaningful long-term customer relationships at scale.
- 10+ years of experience in CRM, lifecycle marketing, retention, or growth marketing
- Proven experience leading lifecycle strategy across email, push, SMS, and in-app messaging
- Experience building segmentation, personalization, and automated customer journey frameworks
- Demonstrated experience improving retention, activation, engagement, or LTV metrics
- Experience managing lifecycle marketing teams and cross-functional initiatives
- Strong partnership experience with Product, Data, Martech, and Creative teams
What the job involves
- We’re looking for a Senior Director of Lifecycle Marketing to lead and evolve Stash’s customer activation, engagement, retention, and monetization strategy across the entire customer journey
- This leader will own the vision, strategy, and execution for Lifecycle Marketing across email, push, SMS, in-app messaging
- You’ll lead a team responsible for helping customers build strong financial habits, deepen engagement with Stash products, and increase long-term customer value
- This role sits at the intersection of Growth, Product, Data, Martech, and Creative
- You’ll partner closely with cross-functional teams to deliver highly personalized, insight-driven customer experiences that improve activation, retention, product adoption, and monetization
- We’re looking for someone who combines strong strategic thinking with operational excellence
- You should deeply understand customer behavior, segmentation, experimentation, and lifecycle automation while also being excited about how AI can modernize personalization, content creation, and lifecycle operations
- Own and evolve lifecycle strategy
- Lead Stash’s lifecycle marketing strategy across activation, onboarding, engagement, retention, winback, and cross-sell
- Develop customer journey frameworks that increase long-term customer value and product adoption
- Partner closely with Product and Growth teams to improve onboarding and early customer activation
- Build personalized customer experiences
- Develop segmentation and personalization strategies across email, push, SMS, and in-app messaging
- Create highly relevant customer journeys informed by behavioral, transactional, and engagement data
- Improve customer communication relevance, timing, and channel orchestration
- Drive experimentation and performance
- Build structured testing frameworks across messaging, timing, channel mix, offers, and personalization
- Continuously optimize lifecycle KPIs including activation, retention, engagement, monetization, and churn
- Translate insights into scalable lifecycle improvements
- Strengthen lifecycle infrastructure and operations
- Partner with Martech and Data teams to improve lifecycle tooling, data quality, and automation capabilities
- Improve operational workflows, campaign QA, and execution processes
- Help define the roadmap for future lifecycle infrastructure and personalization capabilities
- Apply AI to modern lifecycle marketing
- Identify and implement AI-driven workflows that improve content generation, segmentation, testing, and reporting
- Explore AI-powered personalization and behavioral targeting opportunities
- Leverage automation to improve team efficiency and campaign velocity
- Management and cross-functional execution
- Lead and develop the Lifecycle Marketing team
- Partner closely with Product, Creative, Data, Acquisition, and Martech teams
- Foster a culture of experimentation, accountability, and customer-centric thinking
Our take
Founded in 2015, Stash was created in response to studies showing that 44% of Americans don’t invest in stocks, 70% of households don’t have a long-term financial plan, and 68% are afraid to retire. Stash offers beginner retail investors the tools to invest small amounts in stocks and exchange-traded funds. It aims to help new investors learn the ropes, offering preference-tailored guidance and digestible investment summaries.
Its service, although pricier than competitors like Wealthfront and Acorns, remains competitive through its highly educational and beginner-friendly focus. This is a lucrative feature for Stash, given the recent surge in first-time and amateur retail investors. The company has more than 6 million customers, and its assets under management total about $3 billion.
Its focus on long-term profit over day trading is refreshing in the retail investment app market. It could prove especially attractive to its younger customer base (average age 29), who are on the whole trending away from traditional legacy banking and looking towards new, innovative financial platforms.
Stash was not immune to the market turmoil of 2022, which particularly impacted the fintech sector, and was forced to restructure. Having streamlined the business, it received major funding and a leadership change in 2023. Stash is now setting its sights on an acquisition or public offering in the near future.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-13% employee growth in 12 months
Company
Funding (last 2 of 12 rounds)
May 2025
$146m
SERIES H
Oct 2023
$40m
CONVERTIBLE
Total funding: $656.9m
Company benefits
- Work remotely from anywhere in the U.S. or U.K
- Learning & Development stipend
- Excellent medical, dental & vision insurance
- Unlimited time off
- Paid parental leave
Company HQ
Garment District, New York, NY
Leadership
Brandon Krieg
(Co-Founder & Co-CEO)Brandon started his career as a Partner at EdgeTrade, where he spent 9 years, before working as MD of Knight Capital Group for half a decade. He left his role as Head of Global Electronic Execution at Macquarie Securities Group to co-found Stash in June 2015.
Ed Robinson
(Co-Founder & Co-CEO)They joined Macquarie Group in 2005, where they worked for 10 years. Initially starting in private banking, they progressed from Asian Sales Trader to European Sales Trader and then ultimately Head of Sales, Electronic Execution. They left this role in 2015 to co-found Stash.
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